We are live on ! Find out more
WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Fund
S&P 500
This Quarter Est. Return
+1.5%
1 Year Est. Return
+13.1%
3 Year Est. Return
+75.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$783M
AUM Growth
+$9.37M
Cap. Flow
-$21.2M
Cap. Flow %
-2.7%
Top 10 Hldgs %
24.81%
Holding
350
New
11
Increased
72
Reduced
140
Closed
15

Top Buys

1
IBM icon
IBM
IBM
+$2.48M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.76M
3
AMZN icon
Amazon
AMZN
+$1.18M
4
T icon
AT&T
T
+$1.12M
5
ET icon
Energy Transfer Partners
ET
+$1.03M

Top Sells

1
CELG
Celgene Corp
CELG
+$5.22M
2
AABA
Altaba Inc
AABA
+$2.38M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.49M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.36M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.28M

Sector Composition

1 Healthcare 18.64%
2 Technology 14.94%
3 Financials 11.78%
4 Industrials 11.65%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
301
Adobe
ADBE
$88.9B
$251K 0.03%
924
– –
UPRO icon
302
ProShares UltraPro S&P 500
UPRO
$5.47B
$250K 0.03%
8,580
– –
TTWO icon
303
Take-Two Interactive
TTWO
$45.2B
$239K 0.03%
1,975
-400
-17% -$49.9K
LNC icon
304
Lincoln National
LNC
$7.6B
$237K 0.03%
3,830
– –
FTV icon
305
Fortive
FTV
$19B
$236K 0.03%
5,455
– –
BPY
306
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$235K 0.03%
12,075
– –
HPQ icon
307
HP
HPQ
$22.1B
$229K 0.03%
13,006
-343
-3% -$6.74K
EAT icon
308
Brinker International
EAT
$7.95B
$228K 0.03%
+5,066
New +$203K
JCI icon
309
Johnson Controls International
JCI
$87.1B
$228K 0.03%
5,250
-620
-11% -$26.3K
ANGL icon
310
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$227K 0.03%
+7,740
New +$226K
IWO icon
311
iShares Russell 2000 Growth ETF
IWO
$15B
$227K 0.03%
1,137
– –
MAN icon
312
ManpowerGroup
MAN
$1.8B
$227K 0.03%
2,450
– –
HPE icon
313
Hewlett Packard
HPE
$64.3B
$224K 0.03%
13,586
-700
-5% -$9.95K
CB icon
314
Chubb
CB
$135B
$219K 0.03%
1,474
– –
VUG icon
315
Vanguard Growth ETF
VUG
$226B
$219K 0.03%
7,740
-12
-0.2% -$333
ADI icon
316
Analog Devices
ADI
$193B
$216K 0.03%
2,000
– –
XLB icon
317
State Street Materials Select Sector SPDR ETF
XLB
$8.13B
$212K 0.03%
7,206
-252
-3% -$7.27K
ED icon
318
Consolidated Edison
ED
$41B
$209K 0.03%
+2,281
New +$203K
BLK icon
319
Blackrock
BLK
$161B
$205K 0.03%
440
– –
RTN
320
DELISTED
Raytheon Company
RTN
$205K 0.03%
+970
New +$180K
DGS icon
321
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.79B
$204K 0.03%
4,454
-3,648
-45% -$167K
VWO icon
322
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$203K 0.03%
4,829
-18
-0.4% -$743
HESM icon
323
Hess Midstream
HESM
$4.96B
$201K 0.03%
+9,400
New +$183K
NZF icon
324
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$157K 0.02%
10,000
– –
PFN
325
PIMCO Income Strategy Fund II
PFN
$701M
$153K 0.02%
14,600
– –
10 11 12
13
14

Similar funds

YEPV
Yorktown Energy Partners V New York $5.41M AUM
LSM
Light Sky Macro New York $1.34M AUM
FFIM
Founders Fund IV Management San Francisco, California $1.21M AUM
DTA
Disruptive Technology Advisers Austin, Texas $724K AUM 65.23% 1-Year Est. Return
BRC
Bedford Ridge Capital New York $464K AUM
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
SCIMFI
SIG China Investments Master Fund III Wilimington, Delaware $49K AUM 87.01% 1-Year Est. Return
AG
Aravt Global New York $11.3M AUM 3.78% 1-Year Est. Return